SJ
PFG icon

Stilwell Joseph’s Principal Financial Group PFG Stock Holding History

Stilwell Joseph’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$28K Hold
547
– – 0.02% 53
2014
Q3 		$29K Hold
547
– – 0.02% 46
2014
Q2 		$28K Hold
547
– – 0.02% 46
2014
Q1 		$25K Hold
547
– – 0.02% 48
2013
Q4 		$27K Hold
547
– – 0.02% 51
2013
Q3 		$23K Hold
547
– – 0.01% 57
2013
Q2 		$20K Buy
+547
New +$20K 0.01% 61

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stilwell Joseph's PFG Position: Q4 2014 in Review

Stilwell Joseph held its Principal Financial Group (PFG) position steady in Q4 2014 at 547 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #53.

Stilwell Joseph first reported a position in PFG in Q2 2013 and has held it in 7 quarters since. The position peaked at $29K in Q3 2014. 431 funds tracked by Wall St. Rank hold PFG as of Q4 2014.

  • Stilwell Joseph held 547 shares of Principal Financial Group worth $28K as of Q4 2014.
  • Stilwell Joseph left its Principal Financial Group share count unchanged in Q4 2014.
  • Principal Financial Group made up 0.02% of Stilwell Joseph's portfolio in Q4 2014, its #53 holding.
  • Stilwell Joseph first reported a position in Principal Financial Group in Q2 2013 and has held it in 7 quarters since.
  • Stilwell Joseph's Principal Financial Group position peaked at $29K in Q3 2014.
  • 431 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2014.

Based on Stilwell Joseph's 13F filing for Q4 2014, filed 26 Jan 2015.